See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
INCERA & ASSOCIATES5+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $80 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,395 | $63,114+10.0% | $92,893-25.3% | $65,185+6.5% |
| Participation rate | 79.5% | 68.8%+10.7pp | 76.0%+3.5pp | 70.2%+9.3pp |
| Annual return | 17.44% | 28.75%-11.3pp | 109.41%-92.0pp | 29.38%-11.9pp |
| Employer contribution / active EE | $1,094 | $2,571-57.4% | $3,653-70.0% | $2,177-49.7% |
| Participant deferral / active EE | $2,266 | $3,108-27.1% | $4,236-46.5% | $3,514-35.5% |
| Admin fee / account holder | $11 | $624-98.2% | $5,794-99.8% | $847-98.7% |